What is the FISQE Pre-Sale Program? The FISQE Pre-Sale Program is an objective third party evaluation of the sales support being provided by a sales desk. Randomly sampled interactions with financial advisors are evaluated according to detailed criteria developed over 30 years specifically for the financial services sector.

Program participants are provided with industry/audience specific benchmarks as well as the tools to prioritize and improve sales support. Those firms attaining a high rating over the course of a year receive public recognition in the form of a Dalbar Sales Support Award, the gold standard for financial services sales desks.

What are the Benefits of FISQE Pre-Sale participation?

• An independent, expert third party evaluation of sales support
• Highlights strengths
• Identifies weaknesses and details actions for improvement
• Provides insight on competitor sales support
• Supports the training and coaching of internals
• Provides a framework for internal management
• Provides a basis for incentive compensation for sales support
• Public recognition for industry leading performers

What does the FISQE Pre-Sale Program include?

• A monthly Performance Overview Report including rankings
• A monthly Call Detail Report detailing each interaction evaluated
• Up to 2 hours of analysis by Dalbar’s Client Service Team each month
• Recordings of the calls evaluated during that period
• Participation at Dalbar’s Annual SQM Summit
• Public recognition in the form of:
  • Dalbar’s Sales Support Award (if specific benchmarks are exceeded)
  • Key Honors Award (if specific benchmarks are met)

What is the Cost to participate? Participation in FISQE Pre-Sale Program costs $52,500 annually.